Dashboard

The dashboard gives immediate real-time summaries of useful information about the state of activity within your Customer Space. 

The information displayed is configurable by each user to suit their own needs. The configuration is automatically saved.

The dashboard content is a group of 'widgets'. There are four types of widget:

Email Campaigns

Displays a selected amount of information about emails. There can be any number of Email Campaigns widgets

RSS Feed

Displays RSS updates from any selected source. There can be any number of RSS Feed widgets

Recent Activity

Displays system updates on activity, e.g. List Import, Email Approval. There can only be one Recent Activity widget

Notes

Allows you to save notes for yourself. These are not displayed to any other user. There can only be one Notes widget

There are five default widgets than can be kept, removed or modified to suit:

Draft, For Approval

Displays details of emails with Draft or For Approval status

Ready for Sending

Displays details of emails that have been approved and scheduled for sending

Recent Activity

Displays system updates on activity, e.g. List Import, Email Approval.

Complete, Cancelled

Displays details of emails that have finished sending or where the send has been cancelled

News

Displays RSS updates from news bulletins

Adding a new widget

From the Tools menu select Add Widget then select the type of widget to add.

Email Campaigns Widget

Selecting Email Campaigns displays the 'Campaigns Widget Setting' dialogue.

Enter a name for the widget in the 'Title:' input field.
Select the emails you want displayed in this widget by checking the checkbox next to the description in the 'Status:' pick list.

Each option relates to the current status of all emails within your Customer Space.

Finally specify how many records the widget will show on the current viewing page. Pages can be scrolled through using the scroll
button bar at the bottom of the widget.

Once the widget is created you can change the order of the information columns by dragging and dropping them at the appropriate position.
You specify additional columns by hovering over any column title and clicking on the down arrow.

Select the Columns option. Select the desired columns to add:

Icon

The current status icon of the email

Name

The name of the email

Updated

The date/time of the last update to the email

Subject Line

The subject line of the email

Scheduled

The scheduled send information for the email. This can be a date/time for calendared emails or 'Send Now' for emails sent manually

Started

The date/time of when the email send started

Finished

The date/time of when the email send finished

Status

The current status of the email

Sent

The number of recipients that the email has been sent to

List

The number of recipients in the lists assigned to the email. This reflects excluded unsubscribes and hard-bounces

RSS Feed Widget

Selecting RSS Feeds displays the 'RSS Widget Settings' dialogue.

Enter the URL of the RSS feed and the number of feed items the widget will show in the current view page. The widget title is taken from the RSS feed.

Recent Activity Widget

Selecting Recent Activity adds the widget directly to the dashboard. There is no configuration necessary.

Notes Widget

Selecting Notes adds the widget directly to the dashboard. There is no configuration necessary.

To use note type into the widget window. All notes are automatically saved.

Editing Widget Settings

Widget settings can be edited by clicking the button. For configuration options see: #Adding a new widget.

Removing a widget

Widgets can be removed by clicking on the button. Once removed a widget cannot be restored but must be re-created.